Guardian Financial Partners, LLC

Est. AUM

$236.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JANUS DETROIT STR TR	HENDERSON SECURI	$20.8M	403212	8.80%	SOLE
2	SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$18.7M	729139	7.92%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.5M	27634	6.99%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$16.4M	660774	6.92%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL A	$14.4M	20	6.08%	SOLE
6	ALPS ETF TR	SMITH CORE PLUS	$12.8M	495650	5.40%	SOLE
7	SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.9M	424237	4.60%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$8.8M	316570	3.73%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.1M	263004	3.42%	SOLE
10	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.0M	85394	3.41%	SOLE
11	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.7M	52285	3.28%	SOLE
12	BLUEROCK PVT REAL ESTATE FD	COM	$7.0M	422705	2.97%	SOLE
13	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$7.0M	143230	2.97%	SOLE
14	JANUS DETROIT STR TR	HENDRSON AAA CL	$6.5M	129800	2.77%	SOLE
15	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.0M	181780	2.54%	SOLE
16	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.9M	202549	2.50%	SOLE
17	SCHWAB STRATEGIC TR	US AGGREGATE B	$5.0M	217107	2.13%	SOLE
18	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$3.7M	134485	1.55%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	7622	1.55%	SOLE
20	APPLE INC	COM	$3.4M	13485	1.45%	SOLE
21	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.0M	103538	1.27%	SOLE
22	NEOS ETF TRUST	NEOS S&P 500 HI	$2.7M	55597	1.16%	SOLE
23	SCHWAB STRATEGIC TR	US REIT ETF	$2.6M	122317	1.11%	SOLE
24	PACER FDS TR	METAURUS CAP 400	$2.6M	64101	1.09%	SOLE
25	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.6M	45068	1.08%	SOLE
26	EDISON INTL	COM	$2.1M	28179	0.87%	SOLE
27	NVIDIA CORPORATION	COM	$1.9M	10904	0.81%	SOLE
28	MICROSOFT CORP	COM	$1.8M	4840	0.76%	SOLE
29	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$1.8M	37709	0.75%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$1.8M	1763	0.74%	SOLE
31	MARVELL TECHNOLOGY INC	COM	$1.6M	16377	0.69%	SOLE
32	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$1.4M	43089	0.59%	SOLE
33	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.4M	36017	0.58%	SOLE
34	ISHARES TR	0-3 MNTH TREASRY	$1.3M	13098	0.56%	SOLE
35	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.1M	45281	0.47%	SOLE
36	ISHARES TR	RUSSELL 2000 ETF	$986K	3976	0.42%	SOLE
37	HOME DEPOT INC	COM	$984K	2991	0.42%	SOLE
38	ISHARES TR	S&P 500 VAL ETF	$984K	4662	0.42%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$927K	2889	0.39%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$918K	1406	0.39%	SOLE
41	VANGUARD INDEX FDS	MID CAP ETF	$885K	3081	0.37%	SOLE
42	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$789K	17012	0.33%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$677K	10566	0.29%	SOLE
44	GE VERNOVA INC	COM	$639K	732	0.27%	SOLE
45	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$600K	11101	0.25%	SOLE
46	TESLA INC	COM	$600K	1613	0.25%	SOLE
47	BROADCOM INC	COM	$592K	1914	0.25%	SOLE
48	PROCTER & GAMBLE CO	COM	$579K	4007	0.25%	SOLE
49	ELI LILLY & CO	COM	$476K	518	0.20%	SOLE
50	SCHWAB STRATEGIC TR	US TIPS ETF	$447K	16798	0.19%	SOLE

1–50 of 66

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.